Thayer Partners, LLC / MA VEA β€” VANGUARD TAX-MANAGED FDS

Ownership history in Thayer Partners, LLC / MA  Β·  2 quarters on record

AI Ownership Summary

Thayer Partners, LLC / MA reported VANGUARD TAX-MANAGED FDS (VEA) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 9.65% in 2026 Q1. The latest visible filing shows VEA at 9.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VEA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Thayer Partners, LLC / MA's position in VANGUARD TAX-MANAGED FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VEA was reported at 9.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.65% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Thayer Partners, LLC / MA held VEA β€” position size vs. price
% of Fund (quarterly)    VEA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 316,257 +14,047 +4.6% 9.65% $20.3M 2026-05-05 $68.98
2025 Q4 INITIATED β€” β€” β€” 302,210 β€” β€” 9.18% $18.9M 2026-02-05 $65.79

FAQ About Thayer Partners, LLC / MA and VEA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Thayer Partners, LLC / MA reported owning VEA?

Thayer Partners, LLC / MA reported VEA across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported VEA position in Thayer Partners, LLC / MA's portfolio?

The largest reported portfolio weight for VEA was 9.65% in 2026 Q1.

What is the latest reported VEA position on this page?

The most recent filing on this page is 2026 Q1, when Thayer Partners, LLC / MA reported 316,257 shares, equal to 9.65% of portfolio, with an estimated market value of $20.3M.

What does the chart on this VEA ownership page compare?

The chart compares Thayer Partners, LLC / MA's quarterly VEA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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